Plancorp LLC’s Fair Isaac FICO Stock Holding History

Plancorp LLC’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-115	Closed	-$229K	–	367
2024 Q4	$229K	Buy	115 +1	+0.9%	+$2.14K	0.01%	292
2024 Q3	$222K	Buy	+114	New	+$195K	0.01%	289

Other funds holding FICO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VFCM

Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Plancorp LLC's FICO Position: Q1 2025 in Review

Plancorp LLC sold out of Fair Isaac (FICO) in Q1 2025, closing a stake of 115 shares — an estimated $229K sold.

Plancorp LLC first reported a position in FICO in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 966 funds tracked by Wall St. Rank hold FICO as of Q1 2025.

Plancorp LLC reported no remaining Fair Isaac position as of Q1 2025 after selling out during the quarter.
Plancorp LLC sold 115 Fair Isaac shares in Q1 2025, an estimated $229K.
Plancorp LLC first reported a position in Fair Isaac in Q3 2024 and held it in 2 quarters.
Plancorp LLC's Fair Isaac position peaked at $229K in Q4 2024.
966 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2025.

Based on Plancorp LLC's 13F filing for Q1 2025, filed 15 May 2025.